Accountant - Client Services

New
94566 Pleasanton, California LTD Global, LLC

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Job Description

We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.

Responsibilities:

•Serves as primary contact with Client; manages day-to-day operations with team members

•Reviews and maintains accounting checklists

•Provides financial information to management by researching and analyzing accounting data; preparing

•reports

•Looks for opportunities to improve client accounting processes; inclusive of software automation

•Prepares asset, liability, and capital account entries by compiling and analyzing account information

•Documents financial transactions by entering account information

•Recommends financial actions by analyzing accounting options

•Summarizes current financial status by collecting information; preparing balance sheet, profit and loss

•statement, and other reports

•Substantiates financial transactions by auditing documents

•Maintains accounting controls by preparing and recommending policies and procedures

•Reconciles financial discrepancies by collecting and analyzing account information

•Secures financial information by completing database backups

•Maintains financial security by following internal controls

•Prepares payments by verifying documentation, and requesting disbursements

•Answers accounting procedure questions by researching and interpreting accounting policy and regulations

•Complies with federal, state, and local financial legal requirements by studying existing and new legislation,

•enforcing adherence to requirements, and advising management on needed actions

•Prepares special financial reports by collecting, analyzing, and summarizing account information and trends

•Maintains customer confidence and protects operations by keeping financial information confidential

Requirements/Experience:

•3+ years full-cycle accounting experience

•Non-profit entity experience preferred

•Demonstrated ability of servicing clients

•Microsoft Dynamics SL experience preferred

•QuickBooks experience required

•Sage, Great Plains, and/or SAGE experience preferred

•Accounting degree preferred

•Strong ability to review financials

•Inventory/Manufacturing experience a plus

•Excellent written and verbal communications skills

•Technically savvy, able to learn new software; software integration experience strongly preferred

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Accountant - Client Services

Pleasanton, California LTD Global

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Description

Job Description

We are in need of an Accountant who is able to manage accounts, communicate with clients and work well with an accounting team. We are looking for a temporary to permanent role.

Responsibilities:

· Serves as primary contact with Client; manages day-to-day operations with team members

· Reviews and maintains accounting checklists

· Provides financial information to management by researching and analyzing accounting data; preparing

· reports

· Looks for opportunities to improve client accounting processes; inclusive of software automation

· Prepares asset, liability, and capital account entries by compiling and analyzing account information

· Documents financial transactions by entering account information

· Recommends financial actions by analyzing accounting options

· Summarizes current financial status by collecting information; preparing balance sheet, profit and loss

· statement, and other reports

· Substantiates financial transactions by auditing documents

· Maintains accounting controls by preparing and recommending policies and procedures

· Reconciles financial discrepancies by collecting and analyzing account information

· Secures financial information by completing database backups

· Maintains financial security by following internal controls

· Prepares payments by verifying documentation, and requesting disbursements

· Answers accounting procedure questions by researching and interpreting accounting policy and regulations

· Complies with federal, state, and local financial legal requirements by studying existing and new legislation,

· enforcing adherence to requirements, and advising management on needed actions

· Prepares special financial reports by collecting, analyzing, and summarizing account information and trends

· Maintains customer confidence and protects operations by keeping financial information confidential

Requirements/Experience:

· 3+ years full-cycle accounting experience

· Non-profit entity experience preferred

· Demonstrated ability of servicing clients

· Microsoft Dynamics SL experience preferred

· QuickBooks experience required

· Sage, Great Plains, and/or SAGE experience preferred

· Accounting degree preferred

· Strong ability to review financials

· Inventory/Manufacturing experience a plus

· Excellent written and verbal communications skills

· Technically savvy, able to learn new software; software integration experience strongly preferred

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Client Services Manager-Mining Sector

94598 Walnut Creek, California MedStar Health

Posted 23 days ago

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Job Description

Description This position will be remote-based, plus travel. We are seeking someone who lives in the western part of the United States, with a preference in Arizona or Nevada. Are you ready to take the next step in your career? Are you an individual who takes pride in delivering exceptional work? Brown and Caldwell is looking for a strategic Business Development/Client Service Manager with an established track record of marketing, winning, and executing projects and programs in the Mining sector. This position is fully remote, with the option to come into any of our 30 offices across the nation and will require about 30% travel. When you join Brown and Caldwell you will enjoy a unique and welcoming culture, and we are proud that many of our employees have been with us a decade or more. You will find that we offer a non-hierarchical, collaborative, and supportive environment, allowing you to do your best work. You will be trusted to do the right thing by our project managers and external clients and given the flexibility to manage your own schedule to achieve this. The work we do is interesting, challenging and wide-ranging in nature, and so is our client base. Detailed Description: The Client Service Manager (CSM) is highly recognized and regarded in Brown and Caldwell and would be responsible for managing and growing Industrial water, compliance and permitting, site investigation and remediation, and water resources services for multiple mining client accounts, including support of our Critical Minerals Initiative. Characteristics of the CSM include the proven ability to generate and sustain significant revenue from environmental, water resource, and engineering projects, in the mining sector. Participation in industry organizations and enthusiasm for mining advocacy is a plus. As CSM, you will be part of a team of project managers and technical staff performing the work for existing and new mining clients. Our successful candidate will maintain current relationships and expand their exceptional network with mining clients, including locally and nationally. You will have the ability to navigate and align the client organization with BC's Team of experts and resources, provide oversight on technical assignments, ensure profitable performance and superior quality, and exceed client expectations. Additional Job Responsibilities: Lead and create sustainable business development and delivery capabilities for the mining sector. Establish industry leadership for Brown and Caldwell services among the mining sector. Develop personal relationships with target client's key personnel, and in areas of mining sector growth. Maintain exceptional client relationships while navigating and aligning the client's organization with BC's team of experts and resources. Serve as a key leader in client organization associations, and professional engineering circles. Lead and contribute to the firm's marketing, sales and overall business success. Establish personal relationships with competitors/contractors, particularly in those areas of sector growth. Ensure successful and profitable delivery of projects partnering with internal project, design, and risk management teams, along with other enterprise groups. Participate in base business, growth, sales and planning processes. Build and sustain a collaborative culture and environment that truly demonstrates client service, technology, innovation, professionalism, and teamwork. Assist in recruiting staff to maintain growth - this includes identification of key performers who will help increase capabilities to correlate with the market. Advise on career development of staff - identify high potential performers/leaders. Provide technical oversight and support on environmental projects. Lead commitment to non-financial goals, such as: Leverage across company for marketing, project delivery, and support systems (staffing, quality assurance) Ensure quality, client service, clarity of work product and projects. Focus on investment decisions (use capital and resources to highest competitive advantage) Promote and support technical systems improvements driven by company initiatives Desired Skills and Experience: Minimum of 12 years' experience in environmental consulting or consulting engineering and technical sales with progressive responsibilities in the mining sector. Minimum BS in science or engineering Preferred MS in science or engineering and/or MBA Preferred PE license or related professional registration Track record of success bringing in and executing profitable assignments for clients and building key target client accounts Market perspective - Nation-wide experience and network and willing to travel throughout North America Strong client contacts in the mining sector - Client-friendly manner, respected by clients, adept at discerning and managing client expectations Strategic, open-minded thinker - Ability to think beyond standard Brown and Caldwell boundaries and assumptions, tireless in getting additional information to develop possible strategies Strong competitor knowledge and focus - Develops competitor evaluations and strategies. Can-do approach - Pragmatic and enthusiastic. Demonstrated team player and builder. Ability to properly scope out new business opportunities: Identifying opportunities Making critical decisions on whether or not to pursue the opportunities Developing strategic plans to win pursuits Identifying the best teaming partners Ability to discern new markets and help develop plans for getting work in these areas: Understanding skills needed Comparing skills needed with current BC capabilities Identifying personnel to recruit to help capture these markets Ability to motivate others and lead teams to implement business plans for project and client pursuits Ability to oversee preparation of key proposals Salary Range: The anticipated starting pay range for this position is based on the employee's primary work location and may be more or less depending upon skills, experience, and education. These ranges may be modified in the future. Location A: Salary: $145 000 - $99,000 Location B: Salary: 160,000 - 219,000 Location C: Salary: 174,000 - 238,000 You can view which BC location applies to you here. If you have any questions, please speak with your Recruiter. Benefits and Other Compensation: We provide a comprehensive benefits package that promotes employee health, performance, and success which includes medical, dental, vision, short and long-term disability, life insurance, an employee assistance program, paid time off and parental leave, paid holidays, 401(k) retirement savings plan with employer match, performance-based bonus eligibility, employee referral bonuses, tuition reimbursement, pet insurance and long-term care insurance. Click here to see our full list of benefits. About Brown and Caldwell Headquartered in Walnut Creek, California, Brown and Caldwell is a full-service environmental engineering and construction services firm with 50 offices and over 2,100 professionals across North America and the Pacific. For more than 75 years, we have created leading-edge environmental solutions for municipalities, private industry, and government agencies. We strive to be the company of choice-to our clients, who benefit from our passion for delivering exceptional quality, and to our employees, present and future, who share our commitment to client service, collaboration, and innovation. Join us, and you will find a home where you can do your best work, reach new levels of expertise, and enjoy exceptional development opportunities. For more information, visit This position is subject to a pre-employment background check and a pre-employment drug test. Notice to Third Party Agencies: Brown and Caldwell does not accept unsolicited resumes from recruiters or employment agencies. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Brown and Caldwell is proud to be an EEO/AAP Employer. Minorities/Women/Disabled and Protected Veterans are encouraged to apply. Brown and Caldwell ensures nondiscrimination in all programs and activities in accordance with Title VI of the Civil Rights Act of 1964. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

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Client Services Manager - Water/Wastewater

94598 Walnut Creek, California Kennedy Jenks

Posted 26 days ago

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Job Description

Job Description

Posted Thursday, May 8, 2025 at 10:00 AM

As valued members of the KJ family, you've already witnessed our commitment to innovation, sustainability, and excellence firsthand. Now, it's time to take your career to the next level within our organization. Explore the opportunity below to grow, develop, and continue making a difference as part of our dedicated team. Your journey with KJ is just getting started!

Kennedy Jenks is seeking an experienced and collaborative Client Services Manager to join our growing team in Northern California. This key role will contribute to the growth and success of our client relationships by developing strategies, assembling teams, and executing plans to deliver KJs services efficiently. In addition, the role includes project management responsibilities to ensure adherence to company standards and timelines.

Key Responsibilities:

  • Business Development: Lead new business pursuits and achieve sales targets by cultivating, establishing, and maintaining strong client and partner relationships.
  • Project Delivery: Ensure successful project delivery and financial goal attainment by optimizing operational efficiency. Oversee the execution of multiple projects, ensuring they meet scope, schedule, and budget requirements.
  • Team Leadership: Lead one or more client service teams, coordinating resources and activities to connect people to projects and ensure high-quality project outcomes.
  • Project Management: Serve as Deputy Project Manager or Project Manager for various projects, working under the guidance of the PM or Client Service Director, with full responsibility for scope, schedule, and budget.
  • Client Engagement: Lead client presentations, proposals, and strategy formulation. Collaborate with the Marketing & Proposals team to drive successful business development efforts.

Qualifications:

  • Education: Bachelors and/or Masters degree in Civil or Environmental Engineering, or a similar engineering field.
  • Experience: 10+ years of experience in water/wastewater engineering consulting with a proven track record of success in business development.
  • Licensure: Professional Engineer (PE) license required.
  • Technical Skills: Proficiency with Microsoft Office products and familiarity with Client Relationship Management (CRM) tools.
  • Client Service: Demonstrated ability to provide excellent client service, manage relationships, and understand client needs.
  • Communication Skills: Strong writing, editing, and research skills with the ability to effectively communicate complex ideas.
  • Problem Solving: Strong analytical and problem-solving abilities.
  • Travel: Ability to travel within the Northern California area to project sites, client visits/meetings, and other Kennedy Jenks offices as needed.

Work Flexibility:

Kennedy Jenks values a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.

Compensation:

The salary range for this position is anticipated to be between $150,000 to $225,000, based on education, experience, qualifications, licensure/certifications, and geographic location.

Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.

#LI-Hybrid

Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.

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Client Services Coordinator - SPANISH REQUIRED

94527 Concord, California Center for Social Dynamics

Posted 2 days ago

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Pay Competitive

Location Concord/California

Employment type Full-Time

Job Description
  • Req#: 2554346

Are you a self-motivated, hands-on individual looking to do something passionate and meaningful with your career? Join us as we open a world of possibilities.

Our Virtual Services Team is currently seeking a Client Services Coordinator (Virtual Services) to join our dynamic and growing team!

About Us

The Center for Social Dynamics (CSD) is an organization providing services to those with developmental delays, including autism. Our mission is to open a world of possibilities for individuals with Autism and other developmental needs through science, compassion, and humility .

We are grounded in our values of Transparency, Respect, Understanding, & Excellence (TRUE), which guide our efforts as a respected & growing employer and industry leader. Our people and programs deliver personalized, professional, evidence-based behavioral and developmental services to each participant, and peace of mind to caregivers that their loved ones are in the right hands.

About the Opportunity

Client Service Coordinators (CSC) are responsible for scheduling the direct treatment services of clients and Behavior Specialists. They serve as the primary liaison between clients and staff and are highly visible individuals within the organization. They are responsible for the complete management of the region assigned in terms of staffing the authorized hours for clients theyre assigned.

Duties & Responsibilities

  • Work with multiple regions to schedule virtual sessions.
  • Maintain strong collaboration with regional CSCs and Regional Directors.
  • Identify opportunities for virtual sessions by joining regional meetings and working with clinicians.
  • Schedule clients with Behavior Specialists within ten business days.
  • Schedule clients for all authorized hours.
  • Schedule clients with a minimum of five hours within the first two weeks of treatment.
  • Assign substitute sessions for same day cancellations and vacations.
  • Schedule Behavior Specialists with clients, utilizing at least 85% of their availability.
  • Communicate staffing needs to the recruiting team.
  • Modify client and staff schedules in Central Reach.
  • Update calendars with new authorizations.
  • Conduct availability audits for staff and clients every other month.
  • Communicate with HR, Billing, Onboarding, Training, and Recruiting Departments.
  • Remain in constant communication with the Regional Director to ensure all staffing needs are met.
  • Additional job duties as assigned.

Benefits & Perks

You will have an opportunity to grow your career in this purpose-filled industry where you can see results every day. Benefits include:

  • Competitive, market pay based on experience, location, and skills.
  • Bonus eligibility.
  • Medical benefits.
  • Paid drive time and mileage reimbursement.
  • Paid Time Off.
  • 401k.
  • CSD issued cell phone.
  • Free tuition or tuition reimbursement programs.

About You

Requirements & Qualifications

  • Undergraduate degree preferred. Associates degree from an accredited college or university or the equivalent of two years of college coursework at an accredited college or university.
  • One year of scheduling experience in the medical field.
  • One year of customer service experience.
  • One year of experience working with medical and clinical providers.
  • Competent in the usage of Microsoft Office Suite.
  • One year of experience scheduling ABA services.
  • Familiar with ABA services for clients with Autism.
  • Sensitive to working with an ethnically, linguistically, culturally, and economically diverse population.
  • Able to work in multiple program service areas.
  • Able to communicate effectively verbally and in writing.
  • Able to consistently demonstrate good judgment and decision making skills.
  • Able to exercise confidentiality and discretion pertaining to the work environment.
  • Able to appropriately interpret and implement policies, procedures, and regulations.
  • Able to obtain criminal record clearance through Department of Justice.
  • Able to travel to multiple work sites; reliable transportation needed (proof of valid drivers license, current auto insurance identification card, and acceptable driving record per NIAC standards is required).

CSD is a proud equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Pursuant to applicable State and local laws, including but not limited to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

About Our TRUE Values

Transparency in the work that we do and the actions we take to achieve our mission. There are no hidden agendas or motives at Center for Social Dynamics. Each familys unique cultures, values, and generational dynamics.

Respect for all and the value that everyone brings towards accomplishing our mission. No one at CSD is worth more or less, and together we are greater than the sum of our parts.

Understanding through tolerance, cooperation, and empathy in the pursuit of our mission. We never lose sight of who we are, the people we serve, and our purpose and meaning.

Excellence in our drive, passion, and commitment to our mission. CSD will always do what it takes to deliver the best, leave no one behind, and champion our cause.

About the company

The Center for Social Dynamics (CSD) provides life-changing services to children and adults with developmental delays, including autism.

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Client Services Associate | Concord, CA (Onsite)

94518 Concord, California Sedgwick

Posted 2 days ago

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Job Description

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
Client Services Associate | Concord, CA (Onsite)
Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world's best brands?
+ Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.
+ Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world's most respected organizations.
+ Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.
+ Leverage Sedgwick's broad, global network of experts to both learn from and to share your insights.
+ Take advantage of a variety of professional development opportunities that help you perform your best work and grow your career.
+ Enjoy flexibility and autonomy in your daily work, your location, and your career path.
+ Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs.
**ARE YOU AN IDEAL CANDIDATE?** We are looking for driven individuals that embody our caring counts model and core values that include empathy, accountability, collaboration, growth, and inclusion.
**OFFICE LOCATIONS**
Concord, CA
**PRIMARY PURPOSE** : To investigate, coordinate resolution and track escalated inquiries from the client, provider, attorneys, and partner organizations; to distribute customer satisfaction surveys.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Communicates effectively with agents, brokers, and policy holders concerning issues or problems, including the disability benefit process.
+ Compiles and distributes customer satisfaction survey results; tracks trends and investigates issues based on surveys.
+ Assists client employees with lost checks; educates client employees regarding documentation required, time frames, payment information, and claim status.
+ Acts as a liaison with the client in solving escalated problems related to the workers' compensation process and service.
+ Assists client with claim review meeting scheduling.
+ Contributes in achieving client-driven performance objectives and service standards within the company.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties at assigned.
+ Supports the organization's quality program(s).
**QUALIFICATIONS**
**Education & Licensing**
Associate degree from an accredited college or university preferred.
**Experience**
Two (2) years experience as a customer service representative in an inbound call center or equivalent combination of education and experience required.
**Skills & Knowledge**
+ Knowledge of client workers' compensation processes and procedures
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Strong organizational skills
+ Excellent interpersonal skills
+ Ability to work in a team environment
+ Strong customer service skills
+ Ability to meet or exceed Performance Competencies
**TAKING CARE OF YOU**
+ Flexible work schedule.
+ Referral incentive program.
+ Career development and promotional growth opportunities.
+ A diverse and comprehensive benefits offering including medical, dental vision, 401K on day one.
**WORK ENVIRONMENT**
When applicable and appropriate, consideration will be given to reasonable accommodations.
**Mental:** Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
**Physical:** Computer keyboarding, travel as required
**Auditory/Visual:** Hearing, vision and talking
_As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in_ _this job posting only, the range of starting pay for this role is $20 - $24/hour. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits._
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
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Client Services Associate | Concord, CA (Onsite)

94527 Concord, California Sedgwick

Posted 1 day ago

Job Viewed

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Job Description

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Client Services Associate | Concord, CA (Onsite)
Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world's best brands?

  • Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.
  • Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world's most respected organizations.
  • Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.
  • Leverage Sedgwick's broad, global network of experts to both learn from and to share your insights.
  • Take advantage of a variety of professional development opportunities that help you perform your best work and grow your career.
  • Enjoy flexibility and autonomy in your daily work, your location, and your career path.
  • Access diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs.
ARE YOU AN IDEAL CANDIDATE? We are looking for driven individuals that embody our caring counts model and core values that include empathy, accountability, collaboration, growth, and inclusion.

OFFICE LOCATIONS
Concord, CA

PRIMARY PURPOSE : To investigate, coordinate resolution and track escalated inquiries from the client, provider, attorneys, and partner organizations; to distribute customer satisfaction surveys.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES
  • Communicates effectively with agents, brokers, and policy holders concerning issues or problems, including the disability benefit process.
  • Compiles and distributes customer satisfaction survey results; tracks trends and investigates issues based on surveys.
  • Assists client employees with lost checks; educates client employees regarding documentation required, time frames, payment information, and claim status.
  • Acts as a liaison with the client in solving escalated problems related to the workers' compensation process and service.
  • Assists client with claim review meeting scheduling.
  • Contributes in achieving client-driven performance objectives and service standards within the company.
ADDITIONAL FUNCTIONS and RESPONSIBILITIES
  • Performs other duties at assigned.
  • Supports the organization's quality program(s).
QUALIFICATIONS

Education & Licensing

Associate degree from an accredited college or university preferred.

Experience

Two (2) years experience as a customer service representative in an inbound call center or equivalent combination of education and experience required.

Skills & Knowledge
  • Knowledge of client workers' compensation processes and procedures
  • Excellent oral and written communication, including presentation skills
  • PC literate, including Microsoft Office products
  • Strong organizational skills
  • Excellent interpersonal skills
  • Ability to work in a team environment
  • Strong customer service skills
  • Ability to meet or exceed Performance Competencies
TAKING CARE OF YOU
  • Flexible work schedule.
  • Referral incentive program.
  • Career development and promotional growth opportunities.
  • A diverse and comprehensive benefits offering including medical, dental vision, 401K on day one.


WORK ENVIRONMENT

When applicable and appropriate, consideration will be given to reasonable accommodations.

Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical: Computer keyboarding, travel as required

Auditory/Visual: Hearing, vision and talking

As required by law, Sedgwick provides a reasonable range of compensation for roles that may be hired in jurisdictions requiring pay transparency in job postings. Actual compensation is influenced by a wide range of factors including but not limited to skill set, level of experience, and cost of specific location. For the jurisdiction noted in this job posting only, the range of starting pay for this role is $20 - $24/hour. A comprehensive benefits package is offered including but not limited to, medical, dental, vision, 401k and matching, PTO, disability and life insurance, employee assistance, flexible spending or health savings account, and other additional voluntary benefits.

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Diego Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.
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About the latest Customer service representatives Jobs in Antioch !

Call Center Manager

91735 Brentwood, California Transdev

Posted 2 days ago

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Job Description

Call Center Manager
NOTE: The following position is for a proposed new/future business within Transdev. Only candidates meeting the work experience requirements will be considered.
Transdev is hiring for a Call Center Manager in Los Angeles, CA. As the Call Center Manager, you will directly oversee call center personnel to ensure a positive work environment and effective daily operations. You will serve our customers and clients by developing and implementing best call center methods and procedures. You will also be asked to make suggestions for system and process improvement using your knowledge of daily Call Center Operations.
Transdev is proud to offer:
+ Competitive compensation package of minimum $60,000 - maximum $75,000
Benefits include:
+ Vacation: minimum of two (2) weeks
+ Sick days: 5 days
+ Holidays: 12 days; 8 standard and 4 floating
+ Other standard benefits: 401(k) retirement plan, medical, dental, and vision, life insurance, short-term disability, and voluntary long-term disability.
Benefits may vary depending on the location policy. The above represents the standard Corporate Policy
Key Responsibilities:
+ Establish a high standard for productivity, quality, and customer service, as well as define user guidelines.
+ Develop company systems for customer interaction and voice response, and control the implementation process.
+ Summarize, collect, and analyze call center trends and data for regular performance reports.
+ Manage and improve call center performance through performance monitoring, problem resolution, system audits, and quality assurance measures.
+ Aid the human resources department in the recruitment process by interviewing potential hires and outlining clear job expectations.
+ Oversee system maintenance and upgrade implementation. Call for repairs and troubleshooting as needed.
+ Prepares call center performance reports by collecting and analyzing call agents' data.
+ Evaluates individual performance reviews and overall team effectiveness with upper management.
+ Help call agents with challenging customer service issues.
+ Monitors team performance and provide tools if necessary.
+ Determines call center operational strategies by evaluating team results and objectives.
+ Maintains and improves call center operations by monitoring system performance and identifying and resolving problems.
+ Presents monthly and annual call center action plans and objectives.
+ Maintain consistent professional improvement through company-provided workshops, tracking call center trends, and active participation in team projects.
Qualifications:
+ Bachelor's Degree preferred
+ 3+ years of supervisory experience
+ Customer service and Call center experience preferred
+ Motivated self-starter
+ Excellent verbal communication skills
+ 3+ years of call center experience preferred
Physical Requirements:
The essential functions of this position require the ability to:
+ Sit for extended periods (up to 6-8 hours per day); frequently walk for long distances and on possible sloped ground or slippery and uneven surfaces
+ Push and pull objects up to 20 pounds, occasionally throughout the workday; lift material weighing up to 50 lbs. with or without assistance; occasionally bend, kneel, or crouch to files or equipment stored at ground level.
About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move everyday thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video at above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions upon request.
California applicants:Please Click Here for CA Employee Privacy Policy
Job Category: Call Center / Dispatch / Reservationist / Scheduler
Job Type: Full Time
Req ID: 5720
Pay Group: VDD
Cost Center: NONE
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law.
Drug-free workplace
If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
About Transdev
Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at or watch an overview video.
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Client Service Leader - Water Services

94518 Concord, California CDM Smith

Posted 2 days ago

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Job Description

**40501BR**
**Requisition ID:**
40501BR
**Business Unit:**
NAU
**Job Description:**
CDM Smith has a new opportunity for an experienced Client Service Leader to lead client engagement and business development for water and wastewater municipal infrastructure for multiple private, municipal and state agency clients in the Northern California market! We have worked on some complex projects for major clients throughout this region and are looking for a candidate who will help continue this tradition through both the management of existing client portfolios and the development of strategies to grow business with new clients.
*** This position can be based in our Concord, San Francisco, or Sacramento office***
As a member of this team, you will contribute to CDM Smith's mission by:
- Developing client engagement strategies and pursuit plans for new water, wastewater and environmental business in the Northern California market
- Aligning CDM Smith's firm-wide strategies with local business development activities.
- Being responsible of the overall financial performance of projects within a client portfolio.
- Being a highly visible advocate of CDM Smith through active participation in professional and industry organizations.
- Assembling and leading client and project teams to meet client needs and project requirements.
- Developing and leading proposal efforts and presentations.
- Implementing CDM Smith's Sales Delivery Process and proactive use of CDM Smith's sales tools.
- Negotiating critical issues with clients and potential teaming partners and subconsultants.
- Development of technical approaches and strategies.
- Assisting on individual projects and meeting billable hour targets.
- Meeting annual sales goals from both existing and new clients.
- Managing business development budgets and costs.
- Engaging in routine coordination with other area client service leaders and internal business units to meet business objectives.
- Following and implementing CDM Smith's standardized business practices.
- Participating in CDM Smith's training program to reinforce core competencies of the client service leader position and obtain requisite certifications within 6-months of onboarding.
- Adhering to CDM Smith's Core Values.
**Job Title:**
Client Service Leader - Water Services
**Group:**
WPG
**Employment Type:**
Regular
**Minimum Qualifications:**
- Bachelor's degree.
- 15 years of related experience.
- Domestic and/or international travel may be required. The frequency of travel is contingent on specific duties, responsibilities, and the essential functions of the position, which may vary depending on workload and project demands.
- Equivalent additional directly related experience will be considered in lieu of a degree.
**Preferred Qualifications:**
- Professional Engineering (PE) License is preferred
- Previous experience winning/managing water/wastewater projects in the Northern California market
- Excellent communication, networking and team building skills
- Bachelor's degree in Civil, Environmental or Chemical Engineering
**EEO Statement:**
We attract the best people in the industry, supporting their efforts to learn and grow. We strive to create a challenging and progressive work environment. We provide career opportunities that span a variety of disciplines and geographic locations, with projects that our employees plan, design, build and operate as diverse as the needs of our clients. CDM Smith is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, pregnancy related conditions, childbirth and related medical conditions, sexual orientation, gender identity or gender expression), national origin, age, marital status, disability, veteran status, citizenship status, genetic information or any other characteristic protected by applicable law.
**Why CDM Smith?:**
Check out this video and find out why our team loves to work here! ( Us! CDM Smith - where amazing career journeys unfold.**
Imagine a place committed to offering an unmatched employee experience. Where you work on projects that are meaningful to you. Where you play an active part in shaping your career journey. Where your co-workers are invested in you and your success. Where you are encouraged and supported to do your very best and given the tools and resources to do so. Where it's a priority that the company takes good care of you and your family.
Our employees are the heart of our company. As an employer of choice, our goal is to provide a challenging, progressive and inclusive work environment which fosters personal leadership, career growth and development for every employee. We value passionate individuals who challenge the norm, deliver world-class solutions and bring diverse perspectives. Join our team, and together we will make a difference and change the world.
**Job Site Location:**
California - Concord
**Agency Disclaimer:**
All vendors must have a signed CDM Smith Placement Agreement from the CDM Smith Recruitment Center Manager to receive payment for your placement. Verbal or written commitments from any other member of the CDM Smith staff will not be considered binding terms. All unsolicited resumes sent to CDM Smith and any resume submitted to any employee outside of CDM Smith Recruiting Center Team (RCT) will be considered property of CDM Smith. CDM Smith will not be held liable to pay a placement fee.
**Amount of Travel Required:**
10%
**Assignment Category:**
Fulltime-Regular
**Visa Sponsorship Available:**
No - We will not support sponsorship, i.e. H-1B or TN Visas for this position
**Background Check and Drug Testing Information:**
CDM Smith Inc. and its divisions and subsidiaries (hereafter collectively referred to as "CDM Smith") reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated positions. Background checks are conducted after an offer of employment has been made in the United States. The timing of when background checks will be conducted on candidates for positions outside the United States will vary based on country statutory law but in no case, will the background check precede an interview. CDM Smith will conduct interviews of qualified individuals prior to requesting a criminal background check, and no job application submitted prior to such interview shall inquire into an applicant's criminal history. If this position is subject to a background check for any convictions related to its responsibilities and requirements, employment will be contingent upon successful completion of a background investigation including criminal history. Criminal history will not automatically disqualify a candidate. In addition, during employment individuals may be required by CDM Smith or a CDM Smith client to successfully complete additional background checks, including motor vehicle record as well as drug testing.
**Additional Compensation:**
All bonuses at CDM Smith are discretionary and may or may not apply to this position.
**Work Location Options:**
Hybrid Work Options may be considered for successful candidate.
**Pay Range Minimum:**
$136,947
**Pay Range Maximum:**
$239,699
**Additional Pay Range Information:**
The pay range for this position is listed above. This pay range is a good faith estimate representative of all experience levels for this position based on the geographic location assigned to the position. Please note that pay ranges vary based on geographic location. In addition to geographic location, the company considers several other factors when extending an offer including but not limited to the role, function and associated responsibilities, the candidate's work experience, education/training and key skills.
**Massachusetts Applicants:**
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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